with Kevin Muir and Patrick Ceresna
In this episode, Patrick Ceresna and Kevin Muir welcome Dario Perkins from TS Lombard. They have a great discussion about the macro environment and find out why Dario is not the ECB’s favourite guy.
This week, Patrick is free-loading in Europe somewhere so Kevin holds down the fort alone but with great guests! First, we get an update from Lyn Alden and what she feels is the biggest thing in macro right now. Then Brent Kochuba from SpotGamma joins the show where we learn what’s happening in the option market and why the apes don’t want to be his friend. And finally, fan favourite and rock-star hedge fund manager Kuppy finishes it off with this month’s installment of Kuppy’s corner.